This document provides instructions for navigating and using the features of the P&P Directory site. It outlines how to access the site, search for documents, view document properties, and change the view. Key instructions include entering search terms and clicking search to find documents, viewing the version history and compliance details of a document by clicking the drop down arrow next to the document name, and changing between the standard and datasheet views.

1. P&P Directory
User Guide
How to:
(Ctrl+Click any icon to go to that section)
Access the P&P Directory site
Search for a document
View document properties
Datasheet View
All Site Content
Work Activities
QUICK

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Access the P&P Directory site:
https://globalconsumer.collaborationtools.consumer.citigroup.net/sites/BUSAApWf/PolProc/Policies%20Standard%20and%20Procedur
e%20Library/Forms/Active%20Documents.aspx?View=%7B878CDE55%2DFD94%2D4228%2D93AB%2D0E81A16159F1%7D&ShowInGrid
=HTML&InitialTabId=Ribbon%2ELibrary&VisibilityContext=WSSTabPersistence
Click URL to access
document workspace
Ctrl+Click link
OR
Copy & paste
into browser
window
Default view is ‘Active Documents’,
however the system provides an
extensive selection of data view
sorting choices
You are HERE
Default sorting is by
Department Group; expand
tree (click +) to get to
document level
Click the document
number to open a copy

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Search for a document
To search for any document in the P&P Directory database, Ctrl+Click here, or copy and paste the address below to your browser window:
https://globalconsumer.collaborationtools.consumer.citigroup.net/sites/BUSAApWf/PolProc/SitePages/Search%20Policies%20and%20Procedur
es.aspx
FIRST enter a key word here and
click the search icon (results
displayed on next page)

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Example:
1) Search results are displayed for the term ‘Wind-Down’:
2) Search results are filtered by searching for the key word ‘card’ in the document ‘Summary’, then clicking the Apply button (1 result found):
Additional
options by
which to filter
search results
Search results can also be exported
to an Excel spreadsheet

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View document properties
Continuing in the Standard View of the P&P Directory > Active Documents, with the document tree expanded to the document level for the
Department Group: Compliance, move the mouse to the right of any policy Name to display a drop-down arrow. Click the arrow to display the
‘action item’ menu for the document:
Each of the following functions is detailed on the page indicated:
View Properties 6 Compliance Details 9
Edit Properties 7 Workflows (not used - yet) -
Edit in Microsoft Word (not used) - Alert Me 10
Check Out (only used by Publisher) - Send To 11
Unpublish this version (not used) - Delete (only used by Publisher) -
Version History 8

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View Properties:
Back to View document properties page

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Edit Properties:
Back to View document properties page
Use this page to change
any of the document
properties displayed
NOTE: This may only be
performed by someone
with the proper access
permissions.

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Version History:
Back to View document properties page
Displays a complete
history of the document
re: any of the properties
that have changed, as well
as comments or
Announcements that have
been added.

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Compliance Details:
Back to View document properties page
NOTE: None of the
documents in the P&P
Library have Exemption,
Hold, or Record status.

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Alert Me:
Back to View document properties page
Use the New Alert screen
to customize alerts to be
sent re: any changes to a
document.

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Send To:
Back to View document properties page

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Change to Datasheet View
Select the Library tab under Library Tools:
This will generate the Library menu (defaults to Standard View). Select Datasheet View:
This will generate an Excel ‘spreadsheet’ (datasheet) type of view of the page, which is useful when wanting to see all documents at the same
time, and be able to locate documents by number, or filter items by owner, department, status, writer, etc.:
Back to cover page

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All Site Content page
Ctrl+Click header above to access this page; use it to access all workspaces created for each document project (see Create a Workspace in
SharePoint for further detail):
Back to cover page

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Work Activities page
Ctrl+Click header above to access this page; use it to create and update all document projects assigned to you (see Create a Project in Work
Activities List for further detail):
Back to cover page
Default is All Items;
use drop-down list to
filter by writer,
status, etc.